Toby Potter, Chairman, IMAP

Toby Potter is a Managed Accounts specialist with extensive experience in the development of retail financial services. He National Manager Platform Strategy and Managed Accounts for IOOF, a listed company with over $35bn in platform FUA and over $1.5bn in Managed Accounts. Previously, he was responsible for establishment one of the first MDA Operators and built that business to over $2bn in assets.
Mr Potter is Chairman of the Institute of Managed Accounts Professionals (IMAP) the industry association for advisers using managed accounts, Managed Account operators and investment managers.
 

Brett Sanders, MC

Brett Sanders has over 30 years’ experience in the Australian financial services sector.

In the early stages of his career, Brett spent 12 years with the SEALCORP group, 5 years as General Manager and Director of ASSIRT, a leading provider of investment research to the financial services industry.

Later, Brett spent nearly 5 years as Chief Executive of Grove Research & Advisory, an asset consulting firm specialising in servicing organisations with $10 million to $500 million to invest.  Brett personally advised a number of the firm’s clients.

Brett joined Centric Wealth in October 2009 as a consultant and was later made Director of Portfolio Construction and Management in October 2010, and was responsible for investment management and portfolio administration for over $4 billion of investor funds. 

Brett co-founded Philo Capital Advisers in late 2011 and had a key role in the design and operation of Philo’s highly successful managed discretionary account (MDA) services

Adrian Rowley, Watershed Group

Adrian is a Portfolio Manager within our Investment Team with a particular focus on the ASX100 and the tactical asset allocation process. With over 15 years experience in portfolio management, Adrian was previously the Chief Investment Officer (CIO) for a boutique Melbourne advisory firm that managed $500M of client funds across all asset classes using a Managed Discretionary Account service. In this role Adrian chaired the Investment Committee (team of 6) and was responsible for asset allocation and model portfolio construction.Adrian is qualified as a Certified Financial Planner (CFP®)

Formerly a partner of Phillips Fox, Claire launched The Fold in 2002 after identifying a need for specialist regulatory and commercial legal services for financial services and credit businesses. The Fold has since gained an outstanding reputation not just for the calibre of its legal services, but also for its industry knowledge, pragmatism and commerciality. Claire has actively advised on MDA issues for over 5 years; she assisted IMAP with its submission to ASIC’s not so recent consultation.

DanPowell, OneVue

Dan Powell is Head of Platform and Managed Accounts distribution for Onevue Group. OneVue is a wholesale provider of Platform services including  Investor Directed Portfolio Services (IDPS), Separately Managed Accounts, full administration and Retail Super offering for Advisers, Accountants and non-advised (digital direct) investors. In addition to traditional platform services OneVue also offers a full end to end SMSF package including establishment, accounting, tax and audit, Investment management solutions and RE Services

Lukasz de Pourbaix CIO Lonsec

Lukasz is responsible for harnessing Lonsec’s broad investment research and portfolio construction expertise delivering effective and efficient portfolio solutions to financial advisers. Lukasz is also chair of Lonsec’s Asset Allocation Investment Committee. Prior taking the CIO role Lukasz was Lonsec’s General Manger – Investment Consulting where he provided portfolio construction and manager selection advice to dealer groups, fund managers, super funds and private wealth institutions. Lukasz has over 15 year’s investment experience commencing his research career at ING Australia where he was Research Manager. Lukasz commenced his career in financial services with BT Investment Management. Lukasz holds a Bachelor of Commerce degree and the CIMA designation. Lukasz is currently on the board of IMCA and a member of the IMCA seminar, nominations and membership committee

Naomi Finnigan, Head of Wealth Management, Nikko Asset Management

Naomi joined Nikko AM in July 2015. As Head of Private Wealth, Naomi is responsible for the firm's relationships with non-aligned independent financial advisers (IFAs) and self-managed super fund (SMSF) direct market segments. Prior to joining Nikko AM, Naomi was Director, Distribution with Mason Stevens and before that Head of Sales and Distribution at Alpha Structured Investments. She has also worked with Deutsche Asset Management and ABN AMRO in business development and account management roles. Nikko Asset Manangement

Paul Eastment, Senior Mananger, ASIC

Paul Eastment is a senior manager within the Investment Managers and Superannuation Stakeholder Team in ASIC. He has been with ASIC since 1998 and during his time has worked across the financial services sector. His current role includes responsibilities for the delivery priorities in surveillance, policy development, guidance and liaison with a focus on the funds management industry

Ged Fitzpartick, Senior Executive Leader, ASIC

Ged Fitzpatrick is Senior Executive Leader, Investment Managers and Superannuation at the Australian Securities and Investments Commission. In this role he is responsible for the regulation of fund management, custodial services and conduct and disclosure requirements for superannuation funds. Other responsibilities include an active international agenda, particularly through IOSCO's Committee on Investment Management and in the development of the Asia Region Funds Passport, and the regulation of emerging innovative business models such as Crowd-Sourced Funding and Marketplace Lending.
Prior to joining ASIC he was General Manager, Policy & Government Relations with the Financial Planning Association of Australia, dealing with a range of issues including superannuation, investment, credit and margin lending. He is a former Secretary General of the Institutional Money Market Funds Association and International Policy Adviser for the Investment Management Association in London. Ged’s previous career includes prudential supervision, economic and market surveillance and international strategy and policy at the UK Financial Services Authority and the Bank of England.

Michelle Reid, Senior Manager, ASIC

Michelle Reid is a senior manager within the Investment Managers and Superannuation Stakeholder Team in ASIC. Michelle is based in Melbourne and has been part of the Investment Managers and Superannuation team since 2008. Michelle is a lawyer and her current role includes responsibilities for the delivery priorities in relief application, advise, policy development, guidance and liaison with a focus on the funds management industry.

Kate Metz, Senior Manager Financial Advisers, ASIC

Trevor Clarke, Senior Manager Financial Advisers, ASIC

Trevor is a Senior Manager in ASIC's Financial Advisers stakeholder team. Trevor is based in Brisbane and has been part of the Financial Advisers team since its formation in 2008. Trevor joined ASIC's FSR compliance team in 2001 and has had a number of roles involving financial services regulation since that time. Prior to joining ASIC, Trevor worked as a fund manager for Schroder Investment Management in London where responsibilities included asset allocation, client presentations, marketing, product design and market analysis.

Joanna Bird, Senior Executive Leader, Financial Advisers, ASIC

Joanna Bird is the Senior Executive Leader of the Financial Advisers team at the Australian Securities and Investments Commission (ASIC), a position she shares with Louise Macaulay. The Financial Advisers team is responsible for the regulation of the financial advice industry.
Joanna previously worked at ASIC from 2001 to 2009. She was head of the Strategic Policy team for a number of years and also led the team that prepared ASIC’s submission to the 2009 Inquiry into Financial Products and Services in Australia by the Parliamentary Joint Committee on Corporations and Financial Services.
From 2009 to 2012 Joanna was an Associate Professor at the Sydney Law School at the University of Sydney, teaching and researching in the area of financial services regulation and regulatory theory and practice. She has also done consulting work for Bapepam-LK, the Indonesian capital markets and non-bank financial institutions regulator and consumer groups in the financial services sector.
Previously, she worked as a solicitor in private legal practice in litigation, banking and finance.

Mattt Heine, netwealth

Matt started his career in financial services over 15 years ago when he joined netwealth in July 2001.

At the time he joined netwealth it was a start-up business with 5 employees and no products or services on offer. Since that time he has been instrumental in the development of the distribution, strategy, branding and marketing of netwealth and subsidiaries which today consists of more than 185 staff, 5 offices, 3 brands and FUMA of more than $8 billion.  netwealth is a specialist platform and advice provider building its business together with the independent financial planning industry.

Matt’s experience in industry-wide sales, marketing and product brings a ‘hands on’ understanding to his role as Joint Managing Director of the netwealth group, Bridgeport Financial Services & Pathway Licensee services.

His skills, knowledge and passion for the industry span many aspects including advice, superannuation, investment and IT. Matt is a regular commentator and presenter on a range of topics and is an Investment Guardian on the popular TV show “The investment Series"

Dan Miles, Managing Director and Co-Chief Investment Officer

Dan has been a member of the team that now forms Innova Asset Management since 2006. He was previously Investment Research Manager at RI Advice Group and prior to that a research analyst at Genesys Wealth Advisers.

Dan holds a Graduate Certificate in Applied Finance with Macquarie University. He is currently completing his Masters in Applied Finance through Macquarie where he was awarded the university prize for Risk and Portfolio Construction in 2009. Dan also holds a Bachelor of Commerce with Merit from the University of NSW and a Bachelor of Science, also from the University of NSW. Dan specialises in asset allocation, portfolio construction and alternative strategies. Dan is a Responsible Manager for Innova Portfolio Management and Fortnum Private Wealth

Alex Hone, Chief Investment Manager and Chief Executive Officer, Atrium Investment Management

Alex Hone has a celebrated career in asset management and investment spanning more than 18 years having worked with leading global firms in both Sydney and London. His experience has included establishing and developing funds management businesses that in turn developed global reputations for investment excellence. Prior to joining Atrium Investment Management, Alex was a Portfolio Manager with Magellan Asset Management. Other senior roles have included working with CP2, a specialist global investment advisory and management firm, as well as Schroders Investment Management Ltd, in London. Alex commenced his career in the Treasury division of the National Australia Bank.

Wes Gillett – Head of Marketing and Distribution, HUB24

 Wes has been in the financial services industry for over 24 years, managing sales and marketing teams for several prominent organisations such as Asgard, Skandia, ING and KPMG. His experience spans administration, product, investments, advice and technology, and he has managed multi-million dollar client relationships for over 15 years. Wes has chaired platform investment committees, and been involved in product development and industry forums. He also brings substantial insight into the structure and drivers within the platform, superannuation and advice industry and their relationship to all participants, from manufacturers to end customers.

Recep III Peker, Head of Research, for Wealth Management, Investment Trends

Recep Peker leads the Investment Trends Wealth Management research team, which identifies and evaluates emerging trends relating to consumers, investors, SMSFs, financial planners and investment technology in Australia and the UK. Recep frequently presents to executive and leadership teams in leading financial services organisations, speaks at key industry conferences and events, and regularly contributes to industry media.

Andrew Tracy, Executive Director, JB Were SMA

Shane Muscat, Colonial First State

Peter Chun,General Manager, Product & Investments, Colonial First State

Peter Chun first joined Colonial First State in 2002. As General Manager, Product & Investments, Peter is responsible for managing and driving the development of Colonial First State’s products (including the FirstChoice and FirstWrap platforms), investment functions including the FirstChoice multi-manager investment team, Third Party Alliance funds, and the Performance and Analytics team.

He was previously Director at Credit Suisse Asset management as Head of Product and Marketing for 3 years and prior to this, 5 years at BT Financial Group as Vice President, Product Development. He has also held actuarial roles at ANZ Funds Management, Towers Perrin and Prudential.

Peter is a Fellow of the Institute of Actuaries of Australia (FIAA) and holds a Bachelor of Economics from Macquarie University and a Graduate Diploma of Applied Finance and Investments (ASIA). He is also a graduate of the Australian Institute of Company Directors (GAICD), and is a director on a number of CBA subsidiary boards. He has also completed the Advanced Management Program at Harvard Business School.Peter Chun first joined Colonial First State in 2002.

As General Manager, Product & Investments, Peter is responsible for managing and driving the development of Colonial First State’s products (including the FirstChoice and FirstWrap platforms), investment functions including the FirstChoice multi-manager investment team, Third Party Alliance funds, and the Performance and Analytics team.
He was previously Director at Credit Suisse Asset management as Head of Product and Marketing for 3 years and prior to this, 5 years at BT Financial Group as Vice President, Product Development. He has also held actuarial roles at ANZ Funds Management, Towers Perrin and Prudential.
Peter is a Fellow of the Institute of Actuaries of Australia (FIAA) and holds a Bachelor of Economics from Macquarie University and a Graduate Diploma of Applied Finance and Investments (ASIA). He is also a graduate of the Australian Institute of Company Directors (GAICD), and is a director on a number of CBA subsidiary boards. He has also completed the Advanced Management Program at Harvard Business School.

Vinnie Wadhera, Betashares Director – Institutional Business and National Accounts

Vinnie is responsible for BetaShares’ distribution strategy to institutional investors and financial advisory groups. Vinnie has extensive experience in the investment management industry. He has held senior distribution roles with ING Australia, Allianz Dresdner Asset Management and Third Link Investment Managers. Prior to that he was Head of Research at AMP Financial Services responsible for fund manager selection & review and model portfolio construction. Vinnie has attained the Certified Investment Management Analyst (CIMA®) designation and holds a Bachelor of Commerce degree

Chris Weldon, IOOF 

Chris Weldon is Head of Product for the IOOF group which has in excess of $130 billion funds under management and advice. Chris is responsible for the product management, development and strategy for the IOOF group’s financial services products. These include wealth management and superannuation platforms, investment products, and investment bonds

Nino Ramunn, Commonwealth Private

Eugene Ardino, Lifespan Financial Planning (Sydney)

Doug Kirkman, Managed AccountsDoug has over 16 years of experience in the financial services industry primarily in various senior management roles including Westpac and Asteron.
Doug has also owned and operated his own boutique financial planning practice giving him broad exposure to investment management, administration, and practice management solutions.
As Head of Sales and Marketing at managedaccounts.com.au, Doug is responsible for the relationships with current and prospective clients and for the development of managedaccounts.com.au as the partner of choice for a Managed Accounts solution
 

Jonathan Hoyle - Stanford Brown (Sydney)

Vincent O'Neil, Stanford Brown (Melbourne)